CRM Implementation – Automation Specialist

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. Execute the daily hands-on migration of existing workflows from Zapier to Make .

Posted 9/28/2026contractRemote • South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in configuring and maintaining Pipedrive environments, including automation workflows and third-party integrations. Proficient in debugging integration issues and providing client support for CRM setups.

Highest-signal resume keywords

Pipedrive ConfigurationMake AutomationZapier Workflow DevelopmentThird-Party IntegrationsQuality Assurance Testing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ConfigurationWorkflow AutomationAPI DebuggingData SynchronisationField Mapping

Soft Skills

Client SupportProcess OversightIndependent Execution

Tools & Technologies

MakeZapierPipedriveWATIPandaDoc

Industry Keywords

Integration FlowsWebhooksAutomation ScenariosTechnical RequirementsQuality Assurance

About the role

Key responsibilities & impact

Execute the daily hands-on migration of existing workflows from Zapier to Make
Translate scoping specifications and technical requirements into fully configured Pipedrive environments, including pipelines, fields, permissions, and native integrations
Build, test, and maintain complex, multi-step automation scenarios and webhooks using Make and Zapier
Set up, configure, and test third-party ecosystem tools and client add-ons, including WATI, PandaDoc, form automation tools, and webhooks
Conduct pre- and post-go-live quality assurance testing on CRM setups
Debug broken integration flows, API webhooks, workflow failures, and data synchronisation errors independently
Serve as the primary contact for incoming client support tickets, delegate tickets to internal team members, and provide process oversight
Execute scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients
Maintain critical automation deliverables and implementation continuity during team leave periods

Requirements

What you’ll need

2+ years of experience configuring Pipedrive or similar CRMs at an administrative level
Hands-on experience building, testing, and troubleshooting multi-step workflows in both Make and Zapier
Ability to independently follow documented standards and execute technical tasks from a written brief
Technical experience configuring third-party integrations, including WATI or WhatsApp platforms, PandaDoc or document generation tools, form builders, and webhooks
Ability to independently debug broken integration flows, API webhooks, field mapping errors, and data synchronisation issues

Benefits

Comp & perks

Remote position
Independent contract averaging 20 hours per week